Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you

Private fund adviser · Vancouver, Canada

Deans Knight Capital Management

Deans Knight Capital Management LTD. · SEC-registered investment adviser · CRD 149155 · SEC 801-69980

At a glance

Deans Knight Capital Management is an SEC-registered investment adviser based in Vancouver, Canada, with $538 million in regulatory assets under management as of its Form ADV filed April 27, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 45 individual clients. By Form ADV it is a private fund adviser, ranked 2,946th of 4,686 private fund advisers and 7,532nd of 17,210 SEC-registered advisers by assets.

Main office 604-669-0212deansknight.comLinkedInAs filed on Form ADV

Regulatory AUM
$538M
Rank among private fund advisers
#2,946 of 4,686
Rank among all SEC RIAs
#7,532 of 17,210
Individual clients
45
High-net-worth clients
15
Accounts
63
Discretionary
100% of AUM
Employees
14
Advisory staff
7
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

4 custodians

  1. RBC$40M36%
  2. Raymond James$32M28%
  3. CIBC Mellon Trust$29M26%
  4. Northern Trust$11M10%

Other RIAs using RBCOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles5$451M84%
High-net-worth individuals15$49M9%
Corporations or other businesses11$23M4%
Charitable organizations–$11M2%
Individuals30$5M<1%

Private funds

Deans Knight Capital Management reports 1 private funds with $65M in gross assets: other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Deans Knight Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

AtlasMembers

The full record on Deans Knight Capital Management

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 2,282 peers of its type and size
Locked
Owners and executives, with titles and stakes
5 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Deans Knight Capital Management manage?

Deans Knight Capital Management reports $538 million in regulatory assets under management across 63 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 27, 2026.

What kind of firm is Deans Knight Capital Management?

Deans Knight Capital Management is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Deans Knight Capital Management’s clients?

By assets, its largest client types are pooled investment vehicles ($451 million, 5 clients); high-net-worth individuals ($49 million, 15 clients); corporations or other businesses ($23 million, 11 clients).

Does Deans Knight Capital Management manage private funds?

Yes. It reports 1 private funds with $65 million in gross assets, including other private funds.

Does Deans Knight Capital Management have any disciplinary history?

Deans Knight Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Deans Knight Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →